August 2010

August 27, 2010

This week's show is all about your financial security as a company doing business in Upstate New York. Our special guest co-host is financial advisor, Stephen Wershing, CFP®. Steve consults with financial practitioners on many practice management issues, including strategic differentiation, client advisory boards, implementing technology, and developing and using checklists to improve practice performance.

the CEO Hour, August 27, 2010. Julie will discuss the Client Audit and what she's learning are investor's issues as she surveys them for financial advisors, and the kinds of feedback financial advisors are receiving from their clients these days. Listeners will be able to compare their feelings about their own financial advisors to what the financial advisor community as a whole is hearing from their clients. Julie will also discuss some of her experiences as a CEO- unique experiences and lessons she has acquired from growing her company.www.advisorimpact.com

the CEO Hour, August 27, 2010. K.C. King plays a major role in building and sustaining Emerson's client relationships. King works on bringing the best of industry practices through his role at the Investment Adviser Association to Emerson. He’ll also let you know how business executives around the country are feeling about the economic future. www.emersonim.com

the CEO Hour, August 27, 2010. Personal legacy planning is the way that thousands of people are now communicating their valuable information to loved ones. Mark created his business after his wife died nine years ago at the age of 28. He says legacy planning is a gift to your loved ones. So that after you are gone, they know your wishes through a will, health care directive, and good financial plan. Mark will share with Diana and Steve the importance of leaving behind the legacy your desire. www.planyourlegacy.com

the CEO Hour, August 27, 2010. While you concentrate on growing your business, Family First Credit Union can help you manage your finances. Its CEO, Christine Peters, joins us to explain the differences between a credit union and a bank, and why credit unions may offer the financial solution you and your employees have been looking for, including business loans. www.familyfirstny.com

the CEO Hour, August 27, 2010. The Susan B. Anthony House is The CEO Hour’s not-for-profit focus for the month of August. The house in Rochester NY shares the story of Susan B. Anthony’s lifelong struggle to gain voting rights for women and equal rights for all. The house is in need of funding dollars now that much of its support has been lost from NY State. Peggy has a unique ability to integrate major campaigns (capital or endowment) within organizations whose budgets are dependent upon membership dollars. She will share ideas on how the House is reaching out to supporters across the country so that important programs for women, children and men continue at the Susan B. Anthony House. www.susanbanthonyhouse.org

the CEO Hour, August 20, 2010.After co-founding
PAETEC Communications in Rochester NY, Jack Baron is back at it as
Chief Executive Officer and Chairman of SweetWater Energy, Inc. This
start-up company, SweetWater, has patent-pending technology that drives
down energy and cost in the biofuels supply chain. With liquid fuels a
very important part of America’s fuel needs today and for the future,
Jack will discuss how Sweetwater will be a part of it, particularly in
aviation and the U.S. military. www.sweetwater.us

the CEO Hour, August 20, 2010.How will social media affect you now and in the future? Find out
from Neil Hair, whose classes focus on the use of the internet in
enhancing business to consumer, business to business and consumer to
consumer experiences. His research looks at how and why people form
bonds in electronic communities like myspace and facebook, along with
personal branding in virtual space, virtual ethnography in popular
worlds such as Second Life, and most recently a Cisco sponsored global
study on social media use for collaboration and innovation looking at
over 100 of the worlds thought leaders.www.neilhair.com

the CEO Hour, August 20, 2010.Less conflict=More Productivity. Just ask Lisa Jackson. The
co-founder and Senior Partner of Jackson & Schmidt has 20 year’s
experience training and coaching leaders to build healthy organizational
cultures that can innovate, collaborate, and perform in the face of
significant organizational change. Lisa will talk about her latest
webinar, The Power of Culture.www.jacksonandschmidt.com

the CEO Hour, August 20, 2010.The Susan B. Anthony House is The CEO
Hour’s not-for-profit focus for the month of August. The house in
Rochester NY shares the story of Susan B. Anthony’s lifelong struggle to
gain voting rights for women and equal rights for all. Emeritus
Trustee, Tom Argust, recently led the House through the
process of drafting its Strategic Plan. The former City of Rochester
Commissioner of Community Development, Argust is Bruce and Diana’s guest
this week.www.susanbanthonyhouse.org